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Defined Benefit Retirement Plan for Dartmouth College Staff
The plan was established by the Trustees of Dartmouth College as the legal sponsor and administrator. It functions as a traditional defined-benefit vehicle...
Defined Benefit Retirement Plan for Dartmouth College Staff
The plan was established by the Trustees of Dartmouth College as the legal sponsor and administrator. It functions as a traditional defined-benefit vehicle that delivers retirement income to eligible staff members. Capital deployment centers on a narrow mix of real estate and alternatives. Confirmed holdings include Sarofim Multifamily Partners II and an Alternative Investment Pool located in Hanover. Geographic exposure stays inside the United States. No fund commitments or co-investments alongside external managers appear in available records. The Dartmouth Investment Office employs Alice Ruth as CEO and Kelsey Morgan as CIO. Susan Sinclair serves as Retirement Plan Manager. The office maintains membership in NACUBO. Governance rests entirely with the Trustees of Dartmouth College, creating a direct link between the college balance sheet and plan liabilities.
General information
Firm type
Pension Fund
Year founded
1949
Location
Region
North America
Country
United States
City
Hanover
Corporate office
Hanover, New Hampshire, United States
Principals
Alice Ruth
CEO of the Dartmouth Investment Office
Kelsey Morgan
Chief Investment Officer of the Dartmouth Investment Office
Susan Sinclair
Retirement Plan Manager for Dartmouth College
Frequently asked questions
Who runs investment decisions at the Defined Benefit Retirement Plan for Dartmouth College Staff?
Alice Ruth serves as CEO of the Dartmouth Investment Office. Kelsey Morgan acts as Chief Investment Officer. Susan Sinclair manages day-to-day retirement plan operations.
Is the plan open to new participants?
The plan is closed to new enrollees. It continues to accept employer contributions for existing eligible staff.
What asset classes appear in the portfolio?
Holdings include mixed-use real estate through Sarofim Multifamily Partners II and an Alternative Investment Pool based in Hanover.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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